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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,756 | $57,057+8.2% | $85,009-27.4% | $80,874-23.6% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.6%+24.9pp |
| Annual return | 19.83% | 21.66%-1.8pp | 66.47%-46.6pp | 35.62%-15.8pp |
| Employer contribution / active EE | $5,367 | $1,799+198.4% | $2,728+96.7% | $2,756+94.8% |
| Participant deferral / active EE | $11,208 | $3,112+260.2% | $4,522+147.9% | $4,297+160.8% |
| Admin fee / account holder | $7,382 | $4,986+48.1% | $6,153+20.0% | $6,935+6.4% |